In a modern office, eight people are having a meeting around a circular table. Laptops with charts, papers, and Monday.com dashboards are spread out on the table. One person is leading the discussion while the others listen and take notes. Shelves in the background hold files and office supplies.

Editorial Note: In adherence to one of ROSEMET’s core values, truth, it is important to note that we earn a commission from our affiliate partner links. That said, the commissions do not affect our opinions or evaluations of the product or service.

2024 Guide to Slack Monday.com Integration for Enhanced Team Collaboration, Plus a Software Review

By: Aidan O’Brien, CAPM; Editor: Dr. Michael J. Shick, MSPM, PMP, CSM

Welcome to our comprehensive review of the best Slack and Monday.com integrations for 2024.

At ROSEMET LLC, our team of project management experts, including certified professionals like myself, have thoroughly tested and evaluated the integration of Slack with Monday.com. We bring you this review based on our extensive experience and expertise in optimizing productivity tools for various teams and businesses. Our evaluation covers key features, automation capabilities, and the overall impact on team collaboration and project management.

In this review, we will explore the top benefits of integrating Slack with Monday.com, providing you with insights into why this combination can enhance your team’s efficiency and productivity. We have categorized the best use cases for different types of users, helping you quickly identify which integration setup will best serve your specific needs, whether you’re a beginner, an advanced user, or a startup looking to scale.

After this, you will gain a clear understanding of how this integration can streamline your workflows, reduce context-switching, and keep your team aligned with real-time updates. This will ensure you make an informed decision that enhances maximum efficiency in your project management and communication processes without the risk of investing in tools that don’t meet your needs.

Ready to discover how Slack and Monday.com can revolutionize your team’s collaboration and project management? Let’s dive in.

A hand is writing the word "OVERVIEW" in all capital letters with a white marker on a transparent surface, just like planning tasks in Monday.com. A straight horizontal line is drawn under the word. The background is a blurred gray texture reminiscent of Slack's sleek interface.

Brief Overview

If you’re in a hurry, here’s a quick overview of the top features and benefits of integrating Monday.com with Slack. We’ve identified the best use cases for different types of users to help you quickly find what you need.

To get started, you will need to connect your Slack account with Monday.com, which allows for seamless integration and communication between the two platforms. Slack instantly a new message and provides real-time updates and notifications, ensuring all team members are promptly informed and synchronized.

The Monday Slack integration offers seamless communication, project management, and efficiency improvements, making it a valuable tool for any team.

  • Best for Seamless Communication: This integration streamlines communication and project management, making it ideal for teams that need to manage tasks without leaving Slack. You can easily enable Slack notifications for the Monday.com integration. It is perfect for small to medium-sized teams looking for an easy-to-implement solution that enhances day-to-day communication and task management. Additionally, you can integrate Monday with Slack using tools like Thena to enable seamless data transfer, enhancing team collaboration and task management.
  • Best for Advanced Automation: With its powerful automation capabilities, this integration is perfect for teams that need to automate complex workflows and stay informed with real-time Slack notifications. It is also suitable for larger teams or businesses that require extensive customization and automation to manage their projects efficiently.
  • Best for Enhanced Collaboration: This integration enhances team collaboration with real-time updates, shared boards, and seamless communication, ensuring that all team members are on the same page. It is ideal for teams that rely heavily on collaboration and need a tool that keeps everyone informed and aligned.

A person in a suit points upwards towards a graphic on a light grey wall. The graphic, reminiscent of the progress tracking seen in Monday.com, depicts a staircase with three steps labeled "Step 1," "Step 2," and "Step 3," suggesting a progression or sequence of steps.

Step-by-Step Guide to Integrating Slack with monday.com

Integrating Slack with monday.com can significantly enhance your team’s productivity by combining the communication strengths of Slack with the project management capabilities of monday.com. Here’s a step-by-step guide to help you set up the integration effortlessly, accompanied by relevant screenshots.

Step 1: Access Your monday.com Account

  • Log in to your monday.com account and navigate to the board where you want to set up the integration.

A project management software interface, similar to Monday.com, displays a task list with columns for name, status, owner, priority, and notes. Some tasks are color-coded by priority. A side menu shows options for account settings, and navigation buttons akin to those found in Slack appear at the top.

Step 2: Open Your Profile

  • Click on your profile icon in the top right corner of the dashboard.

A profile page on a website showing user details for "Rosemet." The profile picture is a blue circle with the initials "AO." The sidebar shows options like Rewards, Notification, and Sign out. A section on the right features a graphic about team meetups, reminiscent of Slack and Monday.com integrations.

Step 3: Navigate to Notifications

  • In your profile menu, click on “Notifications.”

A profile settings page similar to Slack showing the notifications section. Users can enable desktop notifications and choose which updates they wish to receive via email, much like Monday.com. Options include mentions, updates, replies, and reactions. Summary and list views are provided.

Step 4: Add Slack Integration

  • On the Notifications page, click on the “Add Slack” button to start the integration process.

A screen shows a request for permission from monday.com notifications to access the ROSEMET LLC Slack workspace. The request details what will be viewed and what actions can be performed. Users can click "Cancel" or "Allow" at the bottom to connect their Slack and monday.com accounts seamlessly.

Step 5: Authorize Slack Integration

  • You will be prompted to connect your Slack account. Click “Allow” to authorize monday.com to access your Slack workspace.

A screenshot of an authorization page for integrating Slack with monday.com. It lists permissions required, including reading profile information, board data, and user's information, as well as posting updates. There are buttons to "Cancel" and "Authorize" at the bottom.

Step 6: Confirm Integration

  • Once authorized, you will see a confirmation screen indicating that the integration has been successfully connected.

An image with a purple background featuring the logos of Slack and monday.com, and text that reads: "Slack & Monday.com Integration. You have successfully connected your Monday.com account to Slack." Below, it says, "Congratulations! You have now created an integration between your two favorite apps (we hope). Here are two options on how to work with Slack Monday.com.

Step 7: Go to Slack App Directory

  • Open Slack and go to the App Directory. Search for “Monday.com” and select it from the list.

A screenshot of an App Store interface shows search results for "monday.com," including "monday.com notifications," "Zapier," and "Slack for Gmail." The interface features a search bar, categories on a left sidebar, and an “Add” button.

Step 8: Add Monday.com to Slack

  • Click on “Add to Slack” to start the integration setup within Slack.

Screenshot of the Slack app directory page for the Monday.com app. The page displays the app name, various tabs, an example of the Slack-Monday.com interface, and options to add the app to Slack or learn more. A side panel shows details such as supported languages, pricing, and more.

Step 9: Authorize Monday.com in Slack

  • You will be prompted to authorize monday.com to access your Slack workspace. Click “Allow” to proceed.

Screenshot of an authorization request from Monday.com to access the ROSEMET LLC Slack workspace. It seeks permission to view content and info about channels, conversations, and the workspace, as well as to perform actions within them.

Step 10: Configure Slack Integration in Monday.com

  • Return to monday.com, click on the “Integrate” button on your relevant board, and select “Slack” from the integration options.

A screenshot of a browser window showing a toolbar with several icons and buttons. The cursor hovers over a Gmail icon next to buttons labeled "Integrate" with a red '!', "Automate," and a bell icon with a notification badge (1). An avatar with the letter "R" is visible, alongside icons for Slack and Monday.com.

Step 11: Choose a Recipe

  • Select the desired integration recipe, such as “When an item is created, notify in channel.”

Screenshot of an Automation Center interface showing Slack integration with Monday.com. The interface features a prominent purple section describing Slack, along with various automation templates like "When a status changes to something, notify in channel" and "When date arrives, notify in channel.b6e6a21b 52b3 4b1a 9927 bae8d9cea00a

Step 12: Customize Your Integration

  • Customize the integration settings according to your needs. Specify which Slack channel to send notifications to and customize the message content.

A purple screen shows a notification setup message in a work management tool, reminiscent of Monday.com. The prompt says, "When an item is created, notify in channel." An editable message template overlay with fields such as owner, status, and priority is visible.A screenshot shows a dropdown menu on a purple background, mirroring the interface style of Slack. Text above the menu reads: "When an item is created, notify in general." A cursor hovers over the highlighted option "general," with other options like "introduction," "random," and a link to learn more.

Step 13: Activate the Automation

  • Once configured, ensure that the automation is active. This will allow notifications to be sent from monday.com to Slack as configured.

Screenshot of a Monday.com web application showing the "Automation Center" for managing board automations. There’s a listed automation rule: "When an item is created, notify in general." Options like 'Add automation', 'Search,' 'Filter,' and tabs are visible, similar to how Slack organizes its tools.

Step 14: Test the Integration

  • Create a new item in your Monday.com board and check if the notification appears in the specified Slack channel to confirm the integration is working correctly.

A project management software interface is displayed, looking akin to Slack, with a to-do list titled "hello world." Tasks include "Financial Report Analysis" and "Marketing Research," each featuring details like owner, status, due date, priority, and budget.

Step 15: Complete Integration

  • Your integration is now complete, and notifications from Monday.com will appear in your Slack channels as configured.

A screenshot of a Slack message in the #general channel from the Monday bot reads, "Finish Project Roadmap Not Started. A new item, Finish Project Roadmap, was created in hello world board by test on the item Monday.com." Below are various interaction icons.

Integrating Slack with monday.com offers a powerful combination of communication and project management tools. By following the step-by-step guide provided, you can set up this integration effortlessly and start reaping the benefits immediately.

Integrate Slack with Monday.com for streamlined workflow and enhanced productivity. Both platforms complement each other perfectly, offering a comprehensive solution for your team’s needs.

Dark grey banner with the text 'Get Organized with Monday.com' in white
Don’t wait! Start your free trial of Slack and monday.com today and experience the seamless integration that can transform your team’s efficiency.

A concept illustration showing seven interlocking gears, one orange and six white. The orange gear is labeled "workflow," while the white gears are labeled "business team," "communication," "marketing," "planning," "systematic" (enhanced by Slack), and "strategy" (powered by Monday.com). Arrows indicate connections.

Best for Seamless Communication

Key Features:

  • Instantly create new items from Slack conversations, integrating with the Slack user profile through their ID, ensuring they Slack instantly with real-time updates
  • Add updates to existing items directly from Slack
  • Perform actions on Monday.com with notifications in Slack
  • Notify specific people in a private channel by adding Slack to it
  • Send automated Slack messages to notify team members of important updates and actions
  • Real-time syncing between both platforms
  • Customizable automation recipes

Pros and Cons

Pros:

  • Streamlines communication and project management
  • Reduces context-switching
  • Keeps all team members informed with real-time updates
  • Slack instantly provides real-time updates and notifications, keeping all team members informed
  • Highly customizable to fit various workflows
  • Enhances collaboration through seamless integration

Cons:

  • Initial setup may require some configuration
  • Advanced features require familiarity with both platforms

A group of five professionals, wearing business attire, are gathered around a table with a laptop and a tablet. They appear to be engaged in a discussion or presentation using Slack. The setting looks like a modern office with large windows in the background.

The integration of Monday.com and Slack creates a powerful combination that enhances both communication and project management. This setup is ideal for teams that rely heavily on real-time collaboration and need a seamless way to manage projects without constantly switching between tools.

For example, if a critical task is mentioned in a direct message on a Slack channel, it can be instantly turned into an item on a Monday.com board, reducing the risk of missed actions.

Updates to existing tasks can also be made directly from Slack. This is particularly useful for teams that need to provide real-time status updates without leaving their chat environment.

One of the standout features of this integration is the real-time syncing between Monday.com and Slack. This ensures that all conversations, direct messages, documents, and updates are centrally shared and accessible to all team members, reducing duplication of effort and minimizing the chance of information silos.

Customizable automation recipes add another layer of efficiency. Users can set up specific triggers and actions that fit their unique workflows, such as notifying a specific channel only when a task’s status changes or automatically creating new tasks from Slack commands. This level of customization ensures that the integration can be tailored to meet the specific needs of different teams and projects.

Benefits and Drawbacks Summary:

Benefits:

  • Streamlines communication and project management: Combines the strengths of Slack and Monday.com.
  • Reduces context-switching: Allows users to manage tasks without leaving their chat environment.
  • Real-time updates: Slack instantly provides real-time updates and notifications, ensuring all team members are promptly informed.
  • Customizable workflows: Automation recipes can be tailored to specific needs.
  • Enhances collaboration: Centralizes communication and task management.

Drawbacks:

  • Initial setup: This may require configuration and familiarity with both platforms.
  • Advanced features: Best utilized by teams with experience in both Slack and Monday.com.

Dark grey banner with the text 'Boost Your Productivity Today' in white.

Start your free trial today and experience the enhanced collaboration that Monday.com and Slack can bring to your projects.

A diverse group of five people is gathered around a tablet in a modern office, possibly discussing their projects on Monday.com. Four women and one man are engaged in discussion, with one woman holding the tablet while the others observe attentively. There’s a whiteboard in the background peppered with notes from Slack conversations.

Best for Advanced Automation and Workflow Management

Key Features:

  • Complex automation capabilities
  • Integration with over 40 apps
  • API access for custom integrations
  • Real-time notifications in Slack
  • Custom triggers and actions

Pros and Cons:

Pros:

  • Powerful automation reduces manual tasks
  • Extensive integration options enhance functionality
  • Real-time notifications keep everyone updated
  • Custom triggers and actions for tailored workflows
  • API access allows for custom, in-depth integrations

Cons:

  • A steeper learning curve for setup
  • Higher cost for premium features

A group of five professionals, wearing business attire, are gathered around a table with a laptop and a tablet. They appear to be engaged in a discussion or presentation using Slack. The setting looks like a modern office with large windows in the background.

The integration of Monday.com and Slack offers a robust solution for teams looking to leverage advanced automation capabilities. This setup is ideal for larger teams or businesses that need to automate complex workflows and stay informed with real-time updates. With extensive integration options and API access, this combination provides a highly customizable and powerful project management and communication tool.

Automation rules can be set up to handle a wide range of tasks, from assigning tasks to updating task statuses to notifying team members of changes. This reduces the need for manual updates and ensures consistency and accuracy in project management.

Integrations with over 40 apps further enhance the functionality of this setup. For example, teams can integrate Google Drive for document management, Zoom for video conferencing, and CRM systems for customer relationship management, all within the same workflow.

Real-time notifications in Slack ensure that all team members are kept up-to-date with the latest changes. For instance, when a task’s status is updated on Monday.com, the relevant Slack channel can be notified immediately, ensuring that everyone is aware of the progress.

Custom triggers and actions allow teams to tailor the integration to their specific needs. For example, a custom trigger can be set up to create a new task on Monday.com whenever a specific keyword is mentioned in Slack.

API access provides even more flexibility, allowing for custom, in-depth integrations that can connect Monday.com and Slack with virtually any other tool your team uses. This is particularly beneficial for larger organizations with complex needs that go beyond the standard integration options.

Benefits and Drawbacks Summary:

Benefits:

  • Powerful automation: Reduces manual tasks and increases efficiency.
  • Extensive integrations: Enhances functionality with over 40 apps.
  • Real-time notifications: Keeps everyone updated immediately.
  • Customizable workflows: Custom triggers and actions tailored to specific needs.
  • API access: Allows for custom, in-depth integrations.

Drawbacks:

  • Steeper learning curve: It may require time to set up and master.
  • Higher cost: Premium features come at a higher price.

Dark grey banner with the text 'Get Organized with Monday.com' in white

Start your free trial today and explore the advanced automation features of Monday.com and Slack.

Two hands hold puzzle pieces in front of a digital representation of Earth, symbolizing global connection and integration. The image features blue tones and a network of interconnected lines surrounding the globe, reminiscent of collaboration tools like Slack or Monday.com fostering teamwork across continents.

Best for Enhanced Collaboration

Key Features:

  • Real-time collaboration tools that allow teams to Slack instantly
  • Shared boards and documents
  • @mentions and comments
  • Integration with Slack and other communication tools
  • Collaborative project templates

Pros and Cons:

Pros:

  • Enhances team communication and collaboration
  • Real-time updates keep everyone aligned
  • Integration with communication tools like Slack
  • Slack instantly provides real-time updates and notifications, keeping all team members informed
  • Shared boards and documents improve transparency
  • Collaborative project templates streamline setup

Cons:

  • Requires buy-in from all team members
  • May need training for optimal use

A group of six people are engaged in a meeting around a wooden table. One person stands and points to a document with charts, while others sit and listen attentively. A corkboard with sticky notes is on the wall behind them, and laptops, coffee mugs, papers, and Slack notifications fill the table.

With real-time collaboration tools, shared boards, and seamless integration with communication platforms like Slack, this combination ensures that all team members are on the same page and can work together efficiently.

The platform’s real-time collaboration features allow team members to work together on shared boards and documents, ensuring transparency and alignment. For example, project updates can be seen by everyone instantly, reducing the risk of miscommunication.

It allows Slack users to improve communication, where project updates, task assignments, and due dates and deadlines are automatically shared in relevant Slack channels. This reduces the need for constant context-switching and keeps all communication centralized.

@mentions and comments are other key features that enhance collaboration. Team members can tag each other in updates, ask questions, and provide feedback directly within the platform.

Collaborative project templates further streamline the process by providing pre-built workflows that teams can use as a starting point. These templates can be customized to fit specific project needs, saving time and ensuring consistency in complete work done across projects.

Benefits and Drawbacks Summary:

Benefits:

  • Enhances communication: Real-time updates and integrations keep everyone aligned.
  • Shared boards: Improve transparency and collaboration.
  • @mentions and comments: Facilitate organized communication.
  • Collaborative templates: Streamline project setup and ensure consistency.

Drawbacks:

  • Requires buy-in: All team members need to use the platform effectively.
  • Training needed: This may require initial training for optimal use.

Dark grey banner with the text 'Boost Your Productivity Today' in white.

If your team needs a powerful tool to enhance collaboration and communication, the integration of Monday.com with Slack is an excellent choice. Its real-time collaboration features, integration with Slack, and shared boards make it easy to stay aligned and work together efficiently. Start your free trial today and see how Monday.com and its Slack integrations can transform your team’s collaboration.

A white puzzle piece with the word "GUIDE" written in red sits prominently on top of a partially assembled white puzzle. The surrounding pieces fit together, with one missing to reveal a blue background beneath, much like seamlessly integrating Slack or Monday.com into your workflow.

Buying Guide

How to Choose the Right Integration

  1. Assess Your Team’s Needs:
  2. Evaluate Integration Features:
    • Real-Time Updates: Ensure the integration offers real-time syncing between Monday.com and Slack to keep everyone updated.
    • Task Management: Look for features that allow you to create and update tasks directly from Slack conversations.
    • Automation Capabilities: Check for automation options that can reduce repetitive tasks and enhance efficiency.
  3. Check Customization and Scalability:
    • Custom Triggers and Actions: Choose an integration that allows you to set custom triggers and actions to fit your specific workflows.
    • Scalability: Ensure the integration can scale with your business as it grows, accommodating more users and more complex projects.
  4. Consider User Experience:
    • Ease of Use: The integration should be user-friendly and require minimal training for your team to adopt.
    • Support and Resources: To get the most out of the integration, look for strong customer support, comprehensive tutorials, and community forums.
  5. Compare Pricing Plans:
    • Budget: Evaluate the cost of different plans and ensure they fit within your budget while offering the necessary features.
    • Free Trials: Take advantage of free trials to test the integration before committing to a paid plan.

A laptop on a wooden table displays a Slack workspace with various channels and a conversation visible, alongside Monday.com widgets. A pair of eyeglasses is placed in front of the laptop. To the right, there's a white coffee cup and saucer. The background is softly blurred.

Key Features to Look For: Slack Notifications

  1. Real-Time Collaboration:
    • Impact: Keeps all team members informed and aligned with the latest project updates and communication.
    • Consideration: Look for features like instant task creation, status updates, and real-time notifications.
  2. Automation:
    • Impact: Saves time by automating repetitive tasks, allowing your team to focus on high-value activities.
    • Consideration: Ensure the integration offers robust automation capabilities that are easy to set up and customize.
  3. Customization:
    • Impact: Allows you to tailor the integration to your specific workflows and processes, enhancing efficiency.
    • Consideration: Look for options to create custom triggers and actions based on your team’s needs (trigger could be a Slack message)
  4. Integration with Other Tools:
    • Impact: Enhances functionality by connecting with other tools your team uses, creating a seamless workflow.
    • Consideration: Check if the integration supports popular tools like Google Drive, Zoom, and CRM systems.

Close-up of hands typing on a laptop keyboard, overlaid with hexagonal icons depicting various technology symbols: a computer screen with checkmarks, a phone, the Slack logo, rotating arrows for syncing, Monday.com checklist tools, and a shield with a checkmark indicating connection and security.

Features Head-to-Head: Real-Time Updates vs. Automation Capabilities

  • Real-Time Updates:
    • Benefit: Keeps the entire team informed instantly about any changes or updates in the project, reducing miscommunication.
    • Suitable For: Teams that rely heavily on real-time communication and need immediate visibility into project status.
  • Automation Capabilities:
    • Benefit: Reduces manual effort by automating repetitive tasks, improving efficiency, and minimizing errors.
    • Suitable For: Teams looking to streamline their workflows and save time on routine tasks.

Dark grey banner with the text 'Discover Monday.com' in white.

A torn piece of bright red paper with the words "FINAL THOUGHTS" written in white, bold, capital letters is placed on a beige computer keyboard beside an open Slack channel.

Final Thoughts

Integrating Monday.com with Slack offers a powerful solution to enhance your team’s communication and project management capabilities. By combining the strengths of both platforms, you can streamline workflows for increased productivity, reduce context-switching, and keep everyone aligned with real-time updates.

Top Picks

  1. Best for Seamless Communication:
    • Why? This integration streamlines communication and project management from your Monday workspace to your Slack workspace, making it ideal for teams that need to manage tasks without leaving their chat environment.
    • Recommendation: Ideal for small to medium-sized teams looking for an easy-to-implement solution that enhances day-to-day communication and task management.
  2. Best for Advanced Automation:
    • Why? With its powerful automation capabilities, this integration is perfect for teams that need to automate complex workflows and stay informed with real-time updates.
    • Recommendation: Suitable for larger teams or businesses that require extensive customization and automation to manage their projects efficiently.
  3. Best for Enhanced Collaboration:
    • Why? This integration enhances team collaboration with real-time updates, shared boards, and seamless communication, ensuring that all team members are on the same page.
    • Recommendation: Ideal for teams that rely heavily on collaboration and need a tool that keeps everyone informed and aligned.

What to Do Next

To get the most out of your project management and communication tools, consider starting with the free trial of the Monday.com and Slack integration. This will allow you to explore its features, customize workflows, and see how it can transform your team’s productivity and collaboration.

Dark grey banner with the text 'Boost Your Productivity Today' in white.

Ready to elevate your team’s project management and communication? Start your free trial of the Monday.com and Slack integration today and experience the benefits of seamless workflows, enhanced collaboration, and powerful automation. Don’t miss out on the opportunity to boost your team’s efficiency and success. Get started now!

A group of five business professionals sits around a table in a modern office. One man stands, presenting charts on a board, while the others sit, looking engaged. A laptop with Slack open and documents labeled Monday.com are on the table, signifying a discussion or meeting.

About the Author: Aidan O’Brien, CAPM, is a project management professional at ROSEMET LLC, who holds the Notion Essentials and Settings & Sharing Badges. He is also a certified SmartSuite Consultant who is currently pursuing an MBA at Western Carolina University.

 

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